Business Details
About
Financial PlannerInvestment ServiceTax Preparation ServiceNon Profit Financial ServicesTax ConsultantInsurance Consultant
Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs.
Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
4.6
36 reviews
5 stars
31
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2
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1 star
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- COCarol OldigesJan 15, 20215.0Lake Point Advisory Group has done a wonderful job with our retirement. They give us confidence in the future.
- LRLeighton Pinkham, Regal RealtorsDec 4, 20205.0I've had my retirement and stock portfolios with Lakepoint for over 3 years now and could not recommend this firm enough. They are cutting edge in how they stay ahead of trends in the market using only the best managers in the business. We've continually beat the S&P and through the pandemic they were transparent and active in their response to everything that was going on. Moreover, one of the best features of this company compared to others I've used in the past is their access to tax advisors and attorney's they can refer you to in order to have a complete financial plan taking taxes into consideration. They work closely with your accountants to develop the best plan for you individually compared to most who don't take the big picture into view. It's really a full fledged retirement and investment firm that I highly recommend you meet with before making any decision.
Frequently Asked Questions About Mercer Advisors - Rockwall
What services does Mercer Advisors - Rockwall offer?
Mercer Advisors offers financial planning, tax planning & preparation, investment management, estate planning, insurance solutions, and trustee services.
What are the office hours for Mercer Advisors - Rockwall?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule a consultation with Mercer Advisors - Rockwall?
You can schedule a consultation by visiting their website or using the featured link to schedule a call today.
Where is Mercer Advisors - Rockwall located?
The office is located at 2095 Summer Lee Drive, Suite M200, Rockwall, TX 75032.
What kinds of clients does Mercer Advisors specialize in?
They specialize in clientele including business owners, corporate executives, physicians, dentists, federal employees, women business owners, widows, pro athletes, and family businesses.
Does Mercer Advisors - Rockwall have wheelchair accessible facilities?
Yes, Mercer Advisors has wheelchair accessible entrance, parking, and restrooms.
What nearby restaurants can I visit before or after my appointment at Mercer Advisors?
Nearby dining options include Rodeo Goat (burgers), 360 Bar & Lounge, Giovanni Italian Restaurant, Luna de Noche (Mexican), Gloria’s Latin Cuisine, and Sear Steakhouse & Lounge.
Are there nearby coffee shops close to Mercer Advisors - Rockwall?
Yes, Huckabees Coffee is a nearby coffee shop and smoothie juice bar, perfect for grabbing a drink before your meeting.
Can I find real estate services near Mercer Advisors in Rockwall?
Yes, there are multiple real estate agents and services nearby including Ridgeline Management Company, Robert Kennedy, Century 21 Judge Fite Company, and several individual realtors.
How can I contact Mercer Advisors - Rockwall by phone?
You can call them at +1 214-771-3363 or use their toll-free number +1 888-920-1320 for assistance.